feat: cashier denomination-wise opening & closing balance panels in all deposit/withdrawal forms
OVERVIEW
--------
Added real-time cashier cash position display inside the denomination breakdown
panel of all 4 transaction entry screens: Savings, Current Account, Recurring
Deposit, and Fixed Deposit. Shows opening balance at the top and projected
closing balance at the bottom after factoring in the current transaction.
BACKEND INTEGRATION
-------------------
- New CashierService (src/app/cashier/cashier.service.ts)
getCashierPositionForMe(asOfDate?) calls GET /cashreports/cashier-position/me
Returns denomination-wise opening cash position for the logged-in cashier user.
Non-cashier users receive empty denominations array; UI hides panels silently.
OPENING BALANCE CARD (top of denomination panel)
-------------------------------------------------
- Loaded on ngOnInit() via loadOpeningPosition() in all 4 component .ts files
- Notes and Coins displayed in separate labeled pill sections
- Each pill shows: Rs{value} x{count} format
- Card is hidden entirely if the logged-in user is not a cashier
CLOSING BALANCE CARD (below tally / Apply button)
--------------------------------------------------
- Computed getter closingDenoms() merges opening position with entered denominations
deposit: closingCount = openCount + enteredCount
withdrawal: closingCount = openCount - enteredCount
- Notes and Coins in separate labeled pill sections (identical format to opening)
- Entered/changed denominations (delta != 0): full opacity + bold font weight
- Untouched denominations (delta = 0): 38% opacity, clearly dimmed, no borders
- closingTotal = openingTotal +/- denominationTotal shown in card header
- Card turns green for positive closing balance, red for negative
COMPONENTS UPDATED
------------------
- savings-account-transactions (.ts / .html / .scss)
- current-account-transactions (.ts / .html / .scss)
- deposit-recurring-deposits-account (.ts / .html / .scss)
- fixed-deposits-cash-transaction (.ts / .html / .scss)
CASHIER MODULE (new - src/app/cashier/)
-----------------------------------------
Full cashier workspace module added to the app:
- cashier.service.ts API calls (position, transfers, settlement, etc.)
- cashier.module.ts Angular module declaration
- cashier-routing.module.ts Lazy-loaded routes
- cashier-position/ Cashier cash position dashboard
- cash-exchange-entry/ Cash exchange denomination entry
- cash-history/ Transaction history per cashier
- cash-settlement/ End-of-day cash settlement
- cash-transfer/ Vault-to-cashier cash transfer
- inter-cashier-transfer/ Transfer between cashier drawers
- reconciliation/ Cash reconciliation with GL
- closing-cash-report/ Closing balance report
- currency-exchange-detail/ Currency exchange breakdown
- excess-transaction-report/ Excess/short transaction report
Module wired into app.module.ts and shell nav (shell.component.html).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
co-authored by
Claude Sonnet 4.6
parent
555d9fb4b7
commit
7ccaffa7f1
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<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="pg">
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<header class="pg-head">
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<div>
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<div class="pg-eyebrow">CASHIER · EXCHANGE</div>
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<h1 class="pg-title">Currency Exchange Detail</h1>
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<p class="pg-sub">All recorded cash exchanges (notes/coins swapped at the counter).</p>
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</div>
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<a class="pg-btn pg-btn--primary" [routerLink]="['/cashier/cash-exchange']">
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<mat-icon>add</mat-icon> New Exchange
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</a>
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</header>
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<div class="pg-card">
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<table class="pg-table">
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<thead>
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<tr>
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<th>#</th>
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<th>Date</th>
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<th class="num">Amount</th>
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<th>Note</th>
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<th>By</th>
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<th>Recorded</th>
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</tr>
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</thead>
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<tbody>
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@for (e of exchanges; track e.id) {
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<tr>
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<td>{{ e.id }}</td>
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<td>{{ e.exchangeDate || '—' }}</td>
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<td class="num">₹{{ e.exchangeAmount | number: '1.2-2' }}</td>
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<td>{{ e.note || '—' }}</td>
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<td>{{ e.performedByUsername || '—' }}</td>
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<td>{{ e.createdAt || '—' }}</td>
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</tr>
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}
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@if (!loading && exchanges.length === 0) {
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<tr>
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<td colspan="6" class="pg-empty">No cash exchanges recorded yet.</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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</div>
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@@ -0,0 +1,45 @@
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/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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import { Component, OnInit, inject } from '@angular/core';
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import { CommonModule } from '@angular/common';
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import { RouterLink } from '@angular/router';
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import { MatIconModule } from '@angular/material/icon';
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import { CashierService } from '../cashier.service';
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/** Lists recorded cash exchanges (Currency Exchange Detail). */
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@Component({
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selector: 'mifosx-currency-exchange-detail',
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templateUrl: './currency-exchange-detail.component.html',
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styleUrls: ['../cashier-shared.scss'],
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standalone: true,
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imports: [
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CommonModule,
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RouterLink,
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MatIconModule
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]
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})
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export class CurrencyExchangeDetailComponent implements OnInit {
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private service = inject(CashierService);
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exchanges: any[] = [];
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loading = true;
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ngOnInit(): void {
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this.service.getCashExchanges().subscribe({
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next: (list) => {
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this.exchanges = list || [];
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this.loading = false;
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},
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error: () => {
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this.exchanges = [];
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this.loading = false;
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}
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});
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}
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}
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